Retired Doctors
Fort Lauderdale, FL
Tailored for doctors nearing or in retirement, this seminar focuses on the financial and lifestyle challenges unique to dental professionals in their later years. Drawing on decades of experience in retirement planning for doctors, we explore strategies to optimize investments, determine the right asset allocation, balance Roth vs. traditional IRAs, protect assets from creditors, employ gifting strategies for heirs and charities, manage Medicare costs, decide when to claim Social Security, understand long-term care insurance options, and enhance your quality of life post-practice. By the end, you’ll be equipped with practical knowledge to maximize your investment portfolio, protect your financial legacy, and enjoy your well-earned retirement.
November 7, 2025
Essential Information
Topics Covered
- When is the right time to retire?
- Tax deductions in retirement
- Investing in retirement – blending income, security, and growth
- Asset allocation – traditional rules of thumb vs. the basket approach
- Living off our investments – which accounts to spend down first
- Annuities – why they should be avoided
- Roth IRA planning
- Asset protection
- Estate and gift planning from the basics to the more complex
- Tax-savvy charitable giving
- Navigating traditional Medicare, Medicare Advantage and Social Security
- Is long-term care insurance really needed?
- Ways to simplify life in retirement
Learning Objectives
- Effectively communicate with you financial advisor (if applicable)
- Understand structured withdrawal strategies
- Have a better understanding of setting up estate planning
- Evaluate long term insurance plans
Seminar Schedule
November 8, 2025 | 8:30-5:30pm + Q&A to Follow
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Saturday, November 8, to sign in and receive course materials. Outlines will be used as a guide to the course. Seminar attendees will enjoy coffee and refreshments in the meeting room after sign-in. There will also be a stretch break and snacks during the afternoon portion of our seminar.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
Pelican Grand Beach Resort
Set along the pristine shores of Fort Lauderdale, the Pelican Grand offers a luxurious beachfront escape with breathtaking ocean views, a zero-entry pool, lazy river tubing ride, spa, restaurant, lounge, ice cream emporium, and more. Beyond the resort, explore the vibrant Las Olas Boulevard with its trendy boutiques, art galleries, and renowned dining spots. Discover the area’s rich history at the Bonnet House Museum & Gardens or set sail on a scenic waterway tour. For adventure, enjoy paddleboarding or jet skiing along the coastline, or visit the nearby Everglades for an exhilarating airboat ride through its wild marshlands.
Check the daily activity calendar for additional details: Fort Lauderdale event calendar and Things To Do (pelicanbeach.com).
NEAREST AIRPORT: Fort Lauderdale Airport (FLL)
The $25/day resort fee at Pelican Grand Beach Resort includes a range of thoughtful amenities to enhance your stay:
- Wifi Access
- Concierge and Business Center, Fitness Center, and Concierge services available
- Lounge chairs, towels, and umbrellas for Pool & Beach
- $10 food & beverage credit/day for OCEAN2000 outlets (restaurant, lounge, pool, and beach) *Based on select packages.
- Robes & slippers available upon request
- Preferred Pricing for Beach Adventures and Water Taxi (1 Complimentary Ticket per stay)
- Priority Reservations at onsite OCEAN2000 restaurant, PURE Spa, and Funky Fish Ocean Camp. *Based on availability
- Complimentary Transportation to popular destinations nearby
Group Room Rates
$269 / Night + Taxes
Meet the Speaker: Brandon Collier
Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a bachelor’s degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master’s Degree in Taxation from the New York University School of Law.
Seminar Registration
After registering for the seminar, you will receive a booking link via email to reserve your accommodations in our discounted room block. If you have any questions, please call our office at (216) 765-1199.
Doctor Only
EARLY BIRD PRICING ENDS 9/8/2025
$1075
For $50 OFF at Checkout
Doctor & Spouse
EARLY BIRD PRICING ENDS 9/8/2025
$1205
For $50 OFF at Checkout
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2024 – September 30, 2028
Provider ID #209852
Collier and Associates, Inc. is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Course Information
Cancellation Policy
We understand that emergencies arise. If you can’t make it to a seminar, please inform us in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only. Account credits must be used within one year of the issue date.
* Collier & Associates, Inc. is not responsible for reimbursement of any registrant’s expenses related to a cancelled or postponed seminars. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!
Protect Your Trip with Travel Insurance
C&A has partnered with Travel Guard and CSA Travel Protection (Generali) to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG) and CSA products, our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard or CSA agents should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
CSA Customer Service Line: 800-348-9505
Media Policy & Disclosure
At Collier & Associates, Inc. (also referred to as C&A), we believe that using photos of attendees of all ages in our print and web publications fosters a greater sense of belonging and community. We use photos to enhance the quality of our print materials, newsletters, website, social media, and other publicity.
As a participant in C&A seminars, you have a right to opt-out of inclusion in photographs/media, but unless a “Media Opt-Out Release” is signed and on file at the C&A office with a referenced image of the person opting out, participation in C&A activities implies permission for the use of media taken at our events.
C&A will never post images with identifying information such as email address, address, or family members’ names. No special compensation is provided to any individual included in media taken at C&A seminars. C&A does not contact individuals to notify them if or when their images are used.
Individuals who have submitted a completed “Media Opt-Out Release” form should make reasonable efforts to alert photographers and videographers in their vicinity taking pictures so that they are not accidentally captured in crowd shots.
This opt-out form does not apply to photos that might be taken and used by others who attend our seminars.
Complete and return this form to the office of Collier & Associates, Inc. ONLY if you do NOT permit us to use your photo, audio, or video in C&A publications or publicity, including printings, social media, or the website. A current photo of the individual MUST accompany this opt-out.
Terms & Conditions
These Terms of Use constitute a legally binding agreement made between you, whether personally or on behalf of an entity (“you”) and Collier & Associates, Inc (“Company“, “we”, “us”, or “our”), concerning your access to and use of the collieradvisors.com website as well as any existing or future subdomains; other media form, media channel, mobile website or mobile application related, linked, or otherwise connected thereto (collectively, the “Site”). You agree that by accessing the Site, you have read, understood, and agreed to be bound by all of these Terms of Use. IF YOU DO NOT AGREE WITH ALL OF THESE TERMS OF USE, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SITE AND YOU MUST DISCONTINUE USE IMMEDIATELY.
